| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.6 | ¤801,924 | US |
| MS | Morgan Stanley | 52.2 | ¤317,995 | US |
| GS | Goldman Sachs Group, Inc. | 53.2 | ¤293,966 | US |
| PM | Philip Morris International Inc. | 48.4 | ¤283,720 | US |
| WFC | Wells Fargo & Company | 65.0 | ¤232,911 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| DLX | Deluxe Corporation | 52.8 | ¤1,113 | US |
| DMLP | Dorchester Minerals, L.P. | 61.1 | ¤1,297 | US |
| GSL | Global Ship Lease, Inc. Class A | 63.4 | ¤1,320 | GR |
| CSWC | Capital Southwest Corporation | 63.2 | ¤1,446 | US |
| WLY | John Wiley & Sons, Inc. Class A | 64.9 | ¤2,147 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| PEP | PepsiCo, Inc. | 57.6 | 33 | US |
| JPM | JPMorgan Chase & Co. | 63.6 | 20 | US |
| MPLX | MPLX LP | 65.9 | 20 | US |
| AMGN | Amgen Inc. | 62.2 | 19 | US |
| EPD | Enterprise Products Partners L.P. | 45.0 | 18 | US |
| PNC | PNC Financial Services Group, Inc. | 60.3 | 18 | US |
| WES | Western Midstream Partners, LP | 65.1 | 16 | US |
| BX | Blackstone Inc. | 55.8 | 12 | US |
| PAA | Plains All American Pipeline, L.P. | 42.0 | 12 | US |
| PM | Philip Morris International Inc. | 48.4 | 12 | US |
| Average Market Cap | ¤108,381 |
| Median Market Cap | ¤78,308 |
| Avg. 3 Mo. Dollar Vol. | ¤607,028,539 |
| Avg. 3 Mo. Trading Vol. | 3,669,758 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Utilities |
| Trailing P/E Ratio (12 Mo.) | 16.8 |
| Forward P/E Ratio (12 Mo.) | 13.3 |
| Price/Book Ratio | 3.5 |
| Avg. Revenue Chg. - 3 Yr | 22.3% |
| Avg. Op. Income Chg. - 3 Yr. | 32.7% |
| Avg. EPS Growth - 3 Yr. | 8.1% |
| Avg. EPS Growth - 1 Yr. | 10.6% |
| Avg. Operating Margin | 26.4% |
| Avg. LT Debt to Total Capital | 54.7% |
| Avg. Return on Equity | 21.5% |
| Dividend Yield | 3.2% |
| US Income 50 Index | 59.19 |
| United States Of America | 90.0% |
| Bermuda | 2.0% |
| Greece | 2.0% |
| Ireland | 2.0% |
| Netherlands | 2.0% |
